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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,994 | $92,684+57.5% | $82,706+76.5% | $134,509+8.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.45% | 945.84%-964.3pp | 701.76%-720.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,125 | $3,272-35.1% | $3,007-29.4% | $4,741-55.2% |
| Participant deferral / active EE | $36,661 | $4,800+663.8% | $4,394+734.4% | $6,400+472.8% |
| Admin fee / account holder | $271,805 | $5,982+4443.8% | $5,329+5000.9% | $11,427+2278.7% |